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Keeping Client Data Up to Date in Practice Manager

Self-paced learning
Launch course

3 Advisor credits

Free

15 MINUTES

Learning objectives

In this course, you'll learn how to add, edit and archive clients in Practice Manager to make sure that your client data is always up to date.

Course outline

    • Introduction
    • Edit Clients
    • Edit Groups
    • Remove Contacts
    • Archive
    • New Clients

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Practice Manager

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